WEALTH MANAGEMENT - OUR PROCESS

We believe that to invest successfully requires a properly constructed, straightforward and rigorous investment philosophy. Our philosophy adopts the popular Modern Portfolio Theory which is based on the following principles:

• Markets are efficient and investors are rational;

• Risk and return are related;

• Diversification is imperative; and

• Portfolio structure determines the performance

This is supported by a body of academic evidence and governs how we construct client portfolios.

We are partnered with a team of best in class specialists who are experts in the industry.  From financial planning, money management, tax planning, estate planning, and trust management, we have you covered.

Through our portfolio modelling tool, we share with you the likelihood of success in meeting your goals and long term objectives, whilst providing you with an understanding of your investment longevity. This provides you with a clear understanding of whether or not your goals are achievable, providing you with an opportunity to make changes where necessary to ensure you remain on track with your financial planning.

• The first step is to get together and complete your Financial Road Map. This is free of cost, no-obligation consultation with our wealth expert. We allow up to 90 minutes to complete this process.  It is during this meeting where we will help you get clarity on what is truly important to you and what goals you wish to accomplish.

If from this initial meeting there is a need to move forward, we will design a custom written plan for you. In our experience, no two people’s goals are the same.

Our wealth management specialists take care of putting this plan into action by coordinating your financial house and ensuring it is in perfect order according to your goals and values. We then schedule regular quarterly meetings to keep you up to date and ensure we are on track.

To make sure you can get on with living your ideal life, your adviser is your single point of contact for all things relating to your financial house. The adviser oversees the entire specialist team and ensures it runs smoothly.

To schedule your free no-obligation, first consultation and get a personal Financial Road Map, please contact us.